Register to Access

Having Trouble Logging In?

Contact our technical support help desk at
1.800.366.4673. Representatives are available between
7:00 a.m. to 5:30 p.m. CDT, Monday through Friday.

This website is designed to facilitate the transmission
of mutual fund data, account information and sales
and educational materials to investment professionals.
By accessing this site you are verifying that you are an
investment professional.

Active managment – Going beyond the index

The debate over the merits of active and passive investing has been going on for some time. Ivy believes investors can derive the most long-term benefit through exposure to well-researched actively managed funds.

Market Perspectives/ 05.08.20

Looking beyond stock market volatility

Market volatility can be unsettling, but history shows that prices have returned to less volatile patterns over time. That can be good news for long-term investors.

Market trends show long-term investors generally have been rewarded over time. However, periods of extreme volatility can challenge even the most seasoned investors. Ivy believes having a perspective of the markets and the factors affecting them can be helpful in assessing current opportunities.

Navigating the Psychological Toll of COVID-19

Discover practice tips to helping support your clients during the pandemic.

Genlink

A succession plan for the next generation

You’ve spent your career teaching clients the importance of retirement planning and how to protect their assets. But have you considered what will happen to your business when it comes time for you to pass it to the next generation of advisors?

Genlink

Generational happiness

From loyalty to impact and autonomy to experiences discover how each generation defines happiness.

Ivy Investments

We stand for a legacy of expertise, focused on delivering strong, long-term results. Our name reflects our progressive product offerings and growing global presence as we continue to adapt to the needs of investors.

Leadership Team

With expertise in sales, operations, product development and marketing, our leadership team is skilled at building relationships and strategies that place us at the forefront of the industry.

Our Leadership Team

Amy Scupham

— President, Ivy Distributors, Inc. (IDI)

View Full Bio

Amy Scupham is president of IDI, the distributor of Ivy Funds
mutual funds and the financial products and services offered by
its affiliates, including Ivy Investment Management Company, an
SEC registered investment advisor. In this role, she leads
wholesale and institutional distribution, sales and product
development, as well as managing strategic relationships.

Ms. Scupham joined the organization in 2008
and has held roles in institutional sales and consultant relations,
most recently serving as chief operating officer of IDI. She had a
key role in building alignment with the firm’s investment
management division, while creating a centralized sales
operations function focused on prescribed sales processes,
training, reporting and systems.

Ms. Scupham graduated from the University of Nebraska at
Kearney in 1997 with a BSBA in Accounting/Finance.

Ms. Scupham is a CFA charterholder. She is a member of the
CFA Institute and the CFA Society of Kansas City.

Kirby DeMoss

— Chief Operating Officer, Ivy Distributors, Inc. (IDI)

View Full Bio

As Chief Operating Officer (COO) of IDI, Kirby DeMoss oversees Sales Operations, Business Development and Analytics.

Mr. DeMoss had been Senior Vice President, Sales Operations and Business Development, where he helped to lead the company’s initiatives related to sales systems, business intelligence along with the associated sales processes and strategy. He was also responsible for providing oversight and strategic direction for the firm’s internal sales team.

An 18-year veteran of the investment industry, Mr. DeMoss began his career with Edward Jones in 2001. He joined IDI in 2006 in a sales role and has served in several sales leadership roles during his 13 years with the firm.

Mr. DeMoss graduated with a Bachelor’s degree from Truman State University. He earned an MBA from the Trulaske College of Business at the University of Missouri.

Joseph M. Moran

— Head of Intermediary Distribution, Ivy Distributors, Inc. (IDI)

View Full Bio

Joseph Moran is responsible for driving the strategic direction,
growth, profitability and performance of Ivy Distributors, Inc. (IDI)
broker-dealer distribution channel and for management of IDI’s
national channel sales. His extensive experience in sales
management, sales development and client relationship
management across channels are instrumental in driving the
firm’s growth.

Prior to joining IDI in 2018, Mr. Moran was Executive Vice
President and Head of Distribution at BNY Mellon Investment
Management. He was responsible for overseeing distribution of
the Dreyfus retail mutual fund family across North America,
including the management of Strategic Accounts and Intermediary
Sales, and of key support functions such as business
development and client engagement. During his tenure at BNY
Mellon Investment Management, he also had served as Head of
Intermediary Sales, overseeing a group in the Registered
Investment Advisor (RIA), Private Bank, Bank Trust, Multi-Family
Office and Intermediary Retail space.

Prior to joining BNY Mellon, Mr. Moran was affiliated with
Oppenheimer Funds, where he headed Wealth Management
distribution and was responsible for the growth and development
of the RIA and the private bank channel. He also spent 14 years
at DWS Investments / Deutsche Asset Management, where he
held a series of progressive sales management leadership
positions and ultimately led their Financial Institutions Group.

Mr. Moran received his BA from the University of Dayton.

Marlene Alexander

— National Sales Manager, Ivy Distributors, Inc. (IDI)

View Full Bio

As National Sales Manager of IDI, Marlene Alexander heads the
national sales channel, including directing the firm’s National
Accounts group, external wholesaling efforts and oversees the internal sales desk.

Ms. Alexander has been in the investment services industry for 26
years. She began her career on a fixed income trading floor and
had the opportunity to work for many well-respected firms as an
external wholesaler. She joined IDI as an external wholesaler in
2001.

Ms. Alexander earned her B.S. in Marketing from Clemson
University.

Geoff Nance

— Eastern Divisional Manager, Ivy Distributors, Inc. (IDI)

View Full Bio

Geoff Nance is responsible for managing the sales and
distribution of Ivy Investments products throughout the Eastern
U.S. He joined Ivy Distributors, Inc. (IDI) in August 2018, bringing
over 25 years of industry experience.

Prior to IDI, Mr. Nance was affiliated with John Hancock
Investments as Senior Vice President, Divisional Sales Manager.
He was responsible for managing the distribution of John
Hancock Investments mutual funds, ETF’s, separately managed
accounts and the Freedom 529 through financial advisors in the
Eastern United States. Mr. Nance had been a Divisional Manager
for Goldman Sachs Asset Management and Curian
Capital/Jackson National Life, and a wholesaler with Fidelity.

Mr. Nance resides in Atlanta, Georgia and is a graduate of The
University of North Carolina at Chapel Hill. He holds FINRA
licenses Series 7, 24, 26, 63 and 66. He also holds the Chartered
Retirement Planning CounselorSM, CRPC® and Accredited
Investment Fiduciary® (AIF®) designations.

About Ivy Investments

Ivy Investments is recognized for inventive, actively-managed, investing strategies that help investors best meet their long-term goals. Our roots date to 1937 and, over the years, we’ve built our time-tested investment process within an authentic and demanding culture — one that values preparedness, collaboration and accountability. These values extend from our broad internal investing capability, which reaches all major asset classes, to the distribution team that supports financial advisors and our clients.

Our approach seeks consistently to deliver highly competitive, long-term results. Our motivation is the understanding that it’s not our money we are managing; it’s our investors. It’s their trust that drives us. We work hard to earn it each and every day.

Wholesale Team

We cover the nation with sales professionals ready to help financial professionals serve their clients. Our network of wholesalers is supported with a one-to-one ratio of internal sales team member to each wholesaler. We stand ready to meet financial advisors’ needs with detailed product information, presentations and value-add programs.

The financial products and services described in this website are offered only in the United States, Puerto Rico
and the U.S. Virgin Islands. Nothing in this website should be considered a solicitation to buy or an offer to sell such products
and services in any jurisdiction where the offer or solicitation would be unlawful under the laws of such jurisdiction.

IVY FUNDS® mutual funds and IVY VARIABLE INSURANCE PORTFOLIOS® are managed by Ivy Investment Management Company and are distributed by Ivy Distributors, Inc., InvestEd℠ Portfolios are managed by Ivy Investment Management Company and are distributed by Waddell & Reed, Inc. These financial products are offered by prospectus only. Waddell & Reed Financial, Inc. is the ultimate parent company of Ivy Distributors, Inc. and Waddell & Reed, Inc.

Before investing, investors should consider carefully the investment objectives, risks, charges and expenses of a mutual fund or portfolio.
This and other important information is contained in the prospectus and summary prospectus, which may be obtained here or from a financial professional.
Read it carefully before investing.

IVY INVESTMENTS℠ refers to the investment management and investment advisory services offered by Ivy Investment Management Company, the financial services offered by Ivy Distributors, Inc., a FINRA member broker dealer and the distributor of IVY FUNDS® mutual funds and IVY VARIABLE INSURANCE PORTFOLIOS®, and the financial services offered by their affiliates.